Institutional Ownership Spdr Portfolio S&P 500 ETF (Ma (SPLG)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 ETF (Ma (SPLG). We have compiled data on the 1,411 institutions that hold shares in the stock, with a total of 645 Million shares, which have been reported (via 13F filing form) to have a value of $46.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
25,282
shares
|
$1.84 Million
0.21% of portfolio
|
Q1 2025
Added 13.72%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
25,276
shares
|
$1.84 Million
1.59% of portfolio
|
Q1 2025
Added 37.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
25,025
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Added 20.61%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
24,856
shares
|
$1.81 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
24,819
shares
|
$1.81 Million
0.77% of portfolio
|
Q1 2025
Added 26.86%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
24,746
shares
|
$1.8 Million
0.17% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
24,742
shares
|
$1.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
24,733
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2022
Added 420.26%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
24,599
shares
|
$1.79 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
24,573
shares
|
$1.79 Million
0.14% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
24,551
shares
|
$1.79 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
24,509
shares
|
$1.78 Million
0.55% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
24,440
shares
|
$1.78 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
24,356
shares
|
$1.77 Million
0.06% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
24,352
shares
|
$1.77 Million
1.36% of portfolio
|
Q1 2025
Reduced 83.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
24,256
shares
|
$1.77 Million
0.13% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
24,101
shares
|
$1.75 Million
0.34% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,000
shares
|
$1.75 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
23,972
shares
|
$1.74 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
23,847
shares
|
$1.74 Million
0.43% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
23,667
shares
|
$1.72 Million
0.11% of portfolio
|
Q1 2025
Reduced 44.09%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
23,533
shares
|
$1.71 Million
1.78% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
23,254
shares
|
$1.69 Million
0.03% of portfolio
|
Q1 2025
Added 46.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
23,199
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2023
Reduced 31.4%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
23,166
shares
|
$1.69 Million
0.12% of portfolio
|
Q2 2025
Added 21.14%
|